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| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA2+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $535 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,603 | $73,102-88.2% | $123,552-93.0% | $56,287-84.7% |
| Participation rate | 45.8% | 74.3%-28.5pp | 82.3%-36.5pp | 69.9%-24.1pp |
| Annual return | -4.60% | 3.01%-7.6pp | 119.20%-123.8pp | -9.96%+5.4pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,369 | $5,423-56.3% | $6,426-63.1% | $3,350-29.3% |
| Admin fee / account holder | $9 | $554-98.4% | $9,285-99.9% | $521-98.3% |